Generalist · Zurich, Switzerland
Zurcher Kantonalbank (Zurich Cantonalbank)
Q1 2021 · compared with Q4 2020
- Software
- $1.5B
- Weight of 13F
- 9.0%
- Names
- 125
- Net bought
- −$26.3M
Filed 3 May 2021 · SEC filing.
2,472 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026192 names$4.1B−$316M
- Q1 2026194 names$4.2B+$1.9B
- Q4 2025118 names · $668M in calls, not in the total$3.6B−$1.1B
- Q3 2025190 names$5.1B−$41.7M
- Q2 2025188 names$5.0B+$440M
- Q1 2025189 names$3.7B+$242M
- Q4 2024187 names$3.8B+$219M
- Q3 2024183 names$3.5B+$132M
- Q2 2024181 names$3.4B+$13.2M
- Q1 2024186 names$3.3B+$35.0M
- Q4 2023183 names$3.1B+$136M
- Q3 2023187 names$2.5B+$156M
- Q2 2023185 names$2.4B+$139M
- Q1 2023186 names$1.9B+$54.3M
- Q4 2022180 names$1.6B+$54.4M
- Q3 2022176 names$1.5B+$158M
- Q2 2022171 names$1.5B+$329M
- Q1 2022146 names$1.9B+$94.5M
- Q4 2021158 names$2.1B+$63.6M
- Q3 2021142 names$1.8B+$46.6M
- Q2 2021133 names$1.7B+$5.3M
- Q1 2021125 names$1.5B−$26.3M
- Q4 2020128 names$1.5B−$9.2M
- Q3 2020120 names$1.4B+$197M
- Q2 2020116 names$1.1B−$76.0M
- Q1 2020112 names$901M+$56.1M
- Q4 2019108 names$900M−$31.4M
- Q3 2019100 names$849M+$33.5M
- Q2 201999 names$816M−$9.9M
- Q1 201986 names$761M+$22.3M
- Q4 201886 names$611M−$54.3M
- Q3 201883 names$763M+$13.2M
- Q2 201881 names$645M+$32.0M
- Q1 201881 names$568M−$3.7M
- Q4 201781 names$547M−$20.1M
- Q3 201779 names$518M+$23.4M
- Q2 201780 names$467M−$41.2M
- Q1 201780 names$478M+$39.0M
- Q4 201675 names$401M−$3.0M
- Q3 201673 names$393M+$76.7M
- Q2 201671 names$290M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,061,487 shares · 47.7% of their software · price +$40.9M$722M+$9.0M
- AdobeADBE174,115 shares · 5.5% of their software · price −$4.3M$82.8M−$9.8M
- SalesforceCRM277,372 shares · 3.9% of their software · price −$3.0M$58.8M−$1.3M
- OracleORCL816,621 shares · 3.8% of their software · price +$4.5M$57.3M+$3.9M
- IntuitINTU107,567 shares · 2.7% of their software$41.2M−$757K
- ShopifySHOP31,444 shares · 2.3% of their software · price −$800K$34.8M+$1.1M
- Block, Inc.XYZ119,409 shares · 1.8% of their software · price +$1.1M$27.1M−$1.6M
- ServiceNowNOW51,706 shares · 1.7% of their software · price −$2.6M$25.9MFlat
- AutodeskADSK89,270 shares · 1.6% of their software · price −$2.5M$24.7M−$919K
- TrimbleTRMB305,756 shares · 1.6% of their software · price +$3.4M$23.8M+$1.2M
- CadenceCDNS164,238 shares · 1.5% of their software$22.5M−$1.2M
- Automatic Data Processing, Inc.ADP104,355 shares · 1.3% of their software · price +$1.3M$19.7M−$544K
- Paychex, Inc.PAYX177,091 shares · 1.1% of their software · price +$857K$17.4M+$9.2M
- AkamaiAKAM160,379 shares · 1.1% of their software$16.3M−$17.3M
- Fiserv, Inc.FISV135,045 shares · 1.1% of their software · price +$700K$16.1M+$4.3M
- WorkdayWDAY63,093 shares · 1.0% of their software · price +$556K$15.7MFlat
- Palo Alto NetworksPANW46,103 shares · 1.0% of their software · price −$1.5M$14.8M−$3.6M
- TwilioTWLO43,122 shares · 1.0% of their software$14.7M+$799K
- FortinetFTNT71,911 shares · 0.9% of their software · price +$2.6M$13.3M+$4.8M
- F5, Inc.FFIV63,089 shares · 0.9% of their software · price +$2.1M$13.2M+$3.4M
- ZoomZM36,828 shares · 0.8% of their software · price −$590K$11.8MFlat
- SynopsysSNPS46,890 shares · 0.8% of their software · price −$537K$11.6MFlat
- DocuSignDOCU53,832 shares · 0.7% of their software · price −$1.1M$10.9MFlat
- Roper Technologies, Inc.ROP26,402 shares · 0.7% of their software · price −$733K$10.6MFlat
- Uber Technologies, Inc.UBER189,298 shares · 0.7% of their software · price +$664K$10.3M+$1.0M
- OktaOKTA43,935 shares · 0.6% of their software · price −$1.5M$9.7M−$1.4M
- Check PointCHKP81,324 shares · 0.6% of their software · price −$1.7M$9.1M−$3.1M
- CrowdStrikeCRWD49,024 shares · 0.6% of their software · price −$1.4M$8.9M−$3.7M
- PTCPTC64,699 shares · 0.6% of their software · price +$1.2M$8.9MFlat
- OpenTextOTEX170,921 shares · 0.5% of their software$8.1M+$2.1M
- HubSpotHUBS15,819 shares · 0.5% of their software · price +$914K$7.2M+$773K
- VeriskVRSK38,545 shares · 0.5% of their software · price −$1.2M$6.8M−$4.4M
- GoDaddyGDDY82,592 shares · 0.4% of their software$6.4M+$1.1M
- PaycomPAYC17,145 shares · 0.4% of their software · price −$1.4M$6.3M+$981K
- CloudflareNET88,119 shares · 0.4% of their software · price −$505K$6.2M−$3.8M
- Amdocs LimitedDOX85,453 shares · 0.4% of their software$6.0MFlat
- NetApp, Inc.NTAP80,905 shares · 0.4% of their software · price +$520K$5.9M+$848K
- CoStarCSGP7,078 shares · 0.4% of their software · price −$725K$5.8MFlat
- SS&CSSNC74,281 shares · 0.3% of their software$5.2MFlat
- Gen DigitalGEN242,465 shares · 0.3% of their software$5.2MFlat
- The Trade DeskTTD7,654 shares · 0.3% of their software · price −$1.1M$5.0MFlat
- ZscalerZS28,883 shares · 0.3% of their software · price −$810K$5.0M−$2.4M
- QualysQLYS43,408 shares · 0.3% of their software · price −$742K$4.5MFlat
- BroadridgeBR28,477 shares · 0.3% of their software$4.4MFlat
- SnowflakeSNOW17,241 shares · 0.3% of their software · price −$899K$4.0M+$1.5M
- RingCentralRNG12,889 shares · 0.3% of their software · price −$1.0M$3.8MFlat
- WixWIX13,364 shares · 0.2% of their software$3.7MFlat
- Fair IsaacFICO7,582 shares · 0.2% of their software$3.7MFlat
- FactSetFDS11,737 shares · 0.2% of their software$3.6MFlat
- DynatraceDT70,347 shares · 0.2% of their software$3.4MFlat
- CommvaultCVLT49,426 shares · 0.2% of their software$3.2MFlat
- Rapid7RPD37,233 shares · 0.2% of their software · price −$579K$2.8M+$1.6M
- MongoDBMDB9,416 shares · 0.2% of their software · price −$863K$2.5MFlat
- DatadogDDOG30,092 shares · 0.2% of their software$2.5MFlat
- DropboxDBX90,032 shares · 0.2% of their software$2.4M+$1,000K
- TenableTENB54,483 shares · 0.1% of their software · price −$876K$2.0MFlat
- GuidewireGWRE17,772 shares · 0.1% of their software$1.8MFlat
- BoxBOX75,087 shares · 0.1% of their software$1.7M+$995K
- BlackBerry LimitedBB179,846 shares · 0.1% of their software$1.5M+$626K
- ElasticESTC13,214 shares · 0.1% of their software$1.5M+$850K
- LiveRamp Holdings, Inc.RAMP27,865 shares · 0.1% of their software · price −$594K$1.4M−$1.0M
- PalantirPLTR51,302 shares · 0.1% of their software$1.2M−$1.7M
- Five9FIVN7,002 shares · 0.1% of their software$1.1MFlat
- PaylocityPCTY5,831 shares · 0.1% of their software$1.0MFlat
- WEX Inc.WEX4,763 shares · 0.1% of their software$997KFlat
- Kingsoft Cloud Holdings LimitedKC21,780 shares · 0.1% of their software$856KFlat
- FastlyFSLY12,706 shares · 0.1% of their software$855KFlat
- BILLBILL5,712 shares · 0.1% of their software$831KFlat
- Manhattan AssociatesMANH6,750 shares · 0.1% of their software$792KFlat
- Euronet Worldwide, Inc.EEFT5,679 shares · 0.1% of their software$785KFlat
- SPS CommerceSPSC7,382 shares · 0.0% of their software$733KFlat
- Digital TurbineAPPS8,657 shares · 0.0% of their software$696KFlat
- BlackLineBL6,370 shares · 0.0% of their software$691KFlat
- MorningstarMORN2,818 shares · 0.0% of their software$634KFlat
- SchrödingerSDGR7,656 shares · 0.0% of their software$584KFlat
- DescartesDSGX9,139 shares · 0.0% of their software$557KFlat
- NutanixNTNX20,746 shares · 0.0% of their software$551KFlat
- Strategy IncMSTR769 shares · 0.0% of their software$522KFlat
- Q2QTWO5,081 shares · 0.0% of their software$509KFlat
- TeradataTDC12,545 shares · 0.0% of their software$483KFlat
- Sabre CorporationSABR32,392 shares · 0.0% of their software$480KFlat
- ACI WorldwideACIW12,543 shares · 0.0% of their software$477KFlat
- PegasystemsPEGA4,173 shares · 0.0% of their software$477KFlat
- MagniteMGNI11,080 shares · 0.0% of their software$461KFlat
- AppianAPPN3,448 shares · 0.0% of their software$458KFlat
- Upbound Group, Inc.UPBD7,423 shares · 0.0% of their software$428KFlat
- ZoomInfoZI8,580 shares · 0.0% of their software$420K—
- Sprout SocialSPT6,837 shares · 0.0% of their software$395KFlat
- Alarm.com Holdings, Inc.ALRM4,461 shares · 0.0% of their software$385KFlat
- BlackbaudBLKB5,418 shares · 0.0% of their software$385KFlat
- Commerce.com, Inc.CMRC6,259 shares · 0.0% of their software$362KFlat
- Cerence Inc.CRNC4,005 shares · 0.0% of their software$359KFlat
- 8x8EGHT9,927 shares · 0.0% of their software$322K—
- Bandwidth Inc.BAND2,486 shares · 0.0% of their software$315KFlat
- Endava plcDAVA3,285 shares · 0.0% of their software$278KFlat
- WorkivaWK3,029 shares · 0.0% of their software$267KFlat
- Simulations PlusSLP4,165 shares · 0.0% of their software$263KFlat
- EVERTEC, Inc.EVTC7,002 shares · 0.0% of their software$261KFlat
- AppFolioAPPF1,767 shares · 0.0% of their software$250KFlat
- InterDigital, Inc.IDCC3,771 shares · 0.0% of their software$239KFlat
- Mitek Systems, Inc.MITK15,681 shares · 0.0% of their software$229KFlat
- Shift4 Payments, Inc.FOUR2,660 shares · 0.0% of their software$218KFlat
- ProgressPRGS4,921 shares · 0.0% of their software$217KFlat
- Calix, Inc.CALX6,045 shares · 0.0% of their software$210KFlat
- Cognyte Software Ltd.CGNT7,417 shares · 0.0% of their software$206KNew · Flat
- NetScout Systems, Inc.NTCT6,908 shares · 0.0% of their software$195KFlat
- Repay Holdings CorporationRPAY7,750 shares · 0.0% of their software$182KFlat
- Radware Ltd.RDWR6,080 shares · 0.0% of their software$159KFlat
- YextYEXT10,525 shares · 0.0% of their software$152KFlat
- PAR Technology CorporationPAR2,237 shares · 0.0% of their software$146KFlat
- PagSeguro Digital Ltd.PAGS2,700 shares · 0.0% of their software$125KFlat
- PagerDutyPD3,047 shares · 0.0% of their software$123KFlat
- Health CatalystHCAT2,555 shares · 0.0% of their software$119KFlat
- DomoDOMO2,093 shares · 0.0% of their software$118KFlat
- Rackspace Technology, Inc.RXT4,484 shares · 0.0% of their software$107KFlat
- PhreesiaPHR1,988 shares · 0.0% of their software$104KFlat
- Agilysys, Inc.AGYS1,798 shares · 0.0% of their software$86KFlat
- ePlus inc.PLUS826 shares · 0.0% of their software$82KFlat
- Ribbon Communications Inc.RBBN9,296 shares · 0.0% of their software$76KFlat
- OneSpan Inc.OSPN3,065 shares · 0.0% of their software$75KFlat
- International Money Express, Inc.IMXI4,686 shares · 0.0% of their software$70KFlat
- PDF Solutions, Inc.PDFS3,727 shares · 0.0% of their software$66KFlat
- A10 Networks, Inc.ATEN6,739 shares · 0.0% of their software$65KFlat
- DoceboDCBO1,071 shares · 0.0% of their software$46KNew · Flat
- Lyft, Inc.LYFT152 shares · 0.0% of their software$10KFlat